Plan Snapshot
- Plan Sponsor: The Transpo Group, INC.
- Sponsor EIN: 911052718
- Sponsor Address: 12131 113TH AVE NE SUITE 203, KIRKLAND, WA, 98034
- Plan Type: 401(k)
- Total Participants: 74
- Total Assets: $20.4M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2023 | 74 | $20.4M | $401,437 | $865,535 |
| 2022 | 75 | $16.2M | $382,937 | $717,767 |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| CLARK NUBER | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2023 | $483,630 | — | $412 | — | — |
| 2022 | $240 | $65 | — | — | — |